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Renewing a Contract

In Concord, you can preemptively add a renewal date to a contract as you create the document, or you can renew a document after it has already expired. 

Renewing an Expired Contract

  • Open the document you would like to renew.
  • In the Sheet Summary, select 'edit' next to the contract expiration date. You must hover over the date for the edit option to appear.
  • Select Add Renewal

  • Enter the appropriate renewal timeline information, click Save.

Building a Renewal Into a Contract

  • In Edit mode for a document, select Summary in the Summary Sheet. Click Set Lifecycle.
  • Click Add Renewal and enter the appropriate timeline information. Click Save